Intrua Financial’s Intuitive Surgical ISRG Stock Holding History

Intrua Financial’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-549	Closed	-$244K	–	398
2024 Q2	$244K	Buy	+549	New	+$219K	0.04%	338

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intrua Financial's ISRG Position: Q3 2024 in Review

Intrua Financial sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 549 shares — an estimated $244K sold.

Intrua Financial first reported a position in ISRG in Q2 2024 and held it in 1 quarter. The position peaked at $244K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Intrua Financial reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
Intrua Financial sold 549 Intuitive Surgical shares in Q3 2024, an estimated $244K.
Intrua Financial first reported a position in Intuitive Surgical in Q2 2024 and held it in 1 quarter.
Intrua Financial's Intuitive Surgical position peaked at $244K in Q2 2024.
1,951 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.